⚠️ WANRING ⚠️ This automation might cause: * Glitches * Duplicated follow up messages
⚠️ WANRING ⚠️
We're not responsible for anything that can go wrong with this automation.
Glitches, or issues with this automation may take up to 2 weeks to fix.INSTRUCTIONS
Click on "automation"
Click on "+ Create Workflow"
Choose "start from scratch"
Rename the workflow to any name that you'd like, for example:
"Summer Camp Lead Automation"
Click "+ Add New Trigger"
On the right hand window that pops up, click on "Facebook Lead Form Submitted"
Click on "+ Add Filters"
Click "Select"
Click "In Form"
Click "Select"
Pick the Facebook lead form you would like to trigger this workflow.
⚠️ WANRING ⚠️ This step is REALLY IMPORTANT. Please select the correct form of the ad campaign you will like to trigger this workflow. If you pick the wrong form, this automation will NOT work.
⚠️ WANRING ⚠️
We're NOT responsible for any glitches caused by this automation
Click the "+" sign
Scroll down, and click "Create/Update Opportunity"
Click "Select Pipeline" to choose the pipeline you would like to add your leads to.
After selecting the pipeline, click "select pipeline stage" and choose the pipeline stage.
Last, scroll down, and click "Select status", and click "open"
Click "Save Action", then "Save" to save the workflow
Toggle on the "Draft / Publish" button, so that it shows active.
Click on "Save" to save the workflow
⚠️ WANRING ⚠️
If in the future, you will have to come back to this workflow and repeat the steps above for any new ad that you launch.⚠️ WANRING ⚠️ New Facebook lead forms WILL NOT automatically get added to this workflow. You will have to do this manually.
CONCLUSION
That is how you can add new leads from your summer ads into a new pipeline.